Steve Randall

Steve Randall has more than three decades of media experience encompassing online, newspapers, magazines, radio, and podcasts. He focuses on insights and news for professionals in financial services, specifically investment and financial advisors. Steve writes for Key Media's Investment News (since 2023) and Wealth Professional (since 2014) titles with his Morning Briefing newsletter dropping into thousands of inboxes every morning. 

Steve Randall
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National independent advisory firm hires RBC estate planning veteran
RIA NEWS JUL 10, 2024
National independent advisory firm hires RBC estate planning veteran

New hire will strengthen holistic wealth management and family office framework.

Business owner clients consider succession, but that may not include the family
RIA NEWS JUL 10, 2024
Business owner clients consider succession, but that may not include the family

Edward Jones report finds that financial advisors are seeing another route.

Financial industry confidence in stopping transfer scams is worryingly low
RIA NEWS JUL 10, 2024
Financial industry confidence in stopping transfer scams is worryingly low

Firms are fighting the scammers, but LexisNexis report shows it's tough.

M&A outlook improves but the next few months looks uneven across industries
RIA NEWS JUL 10, 2024
M&A outlook improves but the next few months looks uneven across industries

BCG report reveals slower pace of recovery than expected so far in 2024.

Meme stocks return to top trades among Schwab investors
EQUITIES JUL 09, 2024
Meme stocks return to top trades among Schwab investors

Tech names were among the targets for the firm's clients.

Farther AUM grows significantly as firm adds 32 advisors
RIA NEWS JUL 09, 2024
Farther AUM grows significantly as firm adds 32 advisors

Goldman Sachs' former RIA advisors among new hires for tech-centric firm.

BlackRock acquisition founder makes staff millionaires
RIA NEWS JUL 08, 2024
BlackRock acquisition founder makes staff millionaires

Deal makes Preqin chief wealthier than Larry Fink.

ESG remains divisive, many advisors just don't think it's sustainable
RIA NEWS JUL 08, 2024
ESG remains divisive, many advisors just don't think it's sustainable

But it looks like remaining a growth area for investing.

Schroders Capital pilots tokenized insurance-linked securities investments
RIA NEWS JUL 05, 2024
Schroders Capital pilots tokenized insurance-linked securities investments

Private markets business teamed up with a global reinsurer for the proof of concept.

IRS warns tax professionals to be on guard over identity theft
RIA NEWS JUL 05, 2024
IRS warns tax professionals to be on guard over identity theft

The agency says threats are evolving and require action.